PWMAG
Pinnacle Wealth Management Advisory Group’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3M | Buy |
50,091
+6,749
| +16% | +$404K | 0.25% | 82 |
|
2025
Q1 | $2.57M | Buy |
43,342
+981
| +2% | +$58.3K | 0.24% | 88 |
|
2024
Q4 | $2.46M | Sell |
42,361
-627
| -1% | -$36.4K | 0.23% | 85 |
|
2024
Q3 | $2.6M | Buy |
42,988
+905
| +2% | +$54.7K | 0.25% | 83 |
|
2024
Q2 | $2.45M | Buy |
42,083
+4,453
| +12% | +$259K | 0.25% | 83 |
|
2024
Q1 | $2.2M | Sell |
37,630
-3,839
| -9% | -$225K | 0.24% | 84 |
|
2023
Q4 | $2.46M | Sell |
41,469
-3,950
| -9% | -$234K | 0.29% | 77 |
|
2023
Q3 | $2.6M | Buy |
45,419
+8,064
| +22% | +$461K | 0.34% | 73 |
|
2023
Q2 | $2.19M | Buy |
37,355
+3,322
| +10% | +$195K | 0.27% | 80 |
|
2023
Q1 | $2.04M | Buy |
34,033
+1,378
| +4% | +$82.6K | 0.28% | 79 |
|
2022
Q4 | $1.91M | Buy |
32,655
+12,840
| +65% | +$751K | 0.29% | 73 |
|
2022
Q3 | $1.16M | Buy |
19,815
+3,105
| +19% | +$181K | 0.19% | 94 |
|
2022
Q2 | $1.02M | Buy |
16,710
+950
| +6% | +$58.1K | 0.16% | 106 |
|
2022
Q1 | $991K | Buy |
15,760
+3,055
| +24% | +$192K | 0.14% | 119 |
|
2021
Q4 | $845K | Buy |
12,705
+3,585
| +39% | +$238K | 0.14% | 132 |
|
2021
Q3 | $616K | Sell |
9,120
-1,635
| -15% | -$110K | 0.14% | 133 |
|
2021
Q2 | $729K | Buy |
10,755
+65
| +0.6% | +$4.41K | 0.17% | 122 |
|
2021
Q1 | $719K | Hold |
10,690
| – | – | 0.2% | 101 |
|
2020
Q4 | $742K | Sell |
10,690
-490
| -4% | -$34K | 0.23% | 92 |
|
2020
Q3 | $788K | Sell |
11,180
-185
| -2% | -$13K | 0.27% | 86 |
|
2020
Q2 | $802K | Buy |
11,365
+1,530
| +16% | +$108K | 0.3% | 84 |
|
2020
Q1 | $694K | Buy |
9,835
+320
| +3% | +$22.6K | 0.34% | 73 |
|
2019
Q4 | $627K | Buy |
9,515
+3,125
| +49% | +$206K | 0.23% | 104 |
|
2019
Q3 | $426K | Buy |
6,390
+245
| +4% | +$16.3K | 0.18% | 111 |
|
2019
Q2 | $405K | Buy |
+6,145
| New | +$405K | 0.17% | 121 |
|